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Chart Your Course

We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.

What's Your Risk Number?

Are you retirement ready?

At Wealth Enhancement & Preservation, we will serve as your financial advisor and source of support. Our advisors are dedicated to simplifying the complexities of the financial world and as your advocate, we strive to learn about your most valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.

our firm

our firm

As an independent firm, we are committed to offering complete objectivity and advice.

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our approach

our approach

We strive to build long-lasting relationships with our clients, offering education and guidance.

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our services

our services

We offer a full range of investment and financial services and have access to a wide array of solutions.

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ADV Part 2 - Firm Disclosure Brochure
ADV Part 3 - Client Relationship Summary
2021 Kick-Off Report

2021 Kick-Off Report

To view our recent Kick-Off Report recording, please click on the following link. We welcome you to share this with family and friends who would appreciate learning more about today's markets and economy.

Saving for College 101

Here’s a crash course on saving for college.
Learn More

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
Learn More

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learn More

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VIDEOS

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PRESENTATIONS

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ARTICLES

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CALCULATORS

If the wind will not serve, take the oars.

Latin Proverb

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ALPHARETTA OFFICE

5755 N Point Parkway Suite 232
Alpharetta, GA 30022
Phone: (678) 739-0175
Fax: (678) 739-0184


CARTERSVILLE OFFICE

680 Douthit Ferry Road Suite 102
Cartersville, GA 30120
Phone: (770) 386-7007
Fax: (770) 386-7016

CHARLESTON OFFICE

210-C Coming Street
Charleston, SC 29403
Phone: (843) 573-7277